Free Trial

Latest 13F Filings

Explore the latest filings and holdings of the top SEC 13F filers, comprising some of the most influential investment entities in the market. A Form 13F is a filing with the U.S. Securities and Exchange Commission (SEC) that discloses the holdings of institutional investment managers with assets under management exceeding $100 million. Tracking the trading actions of these firms offers investors invaluable insights into market trends, potential investment opportunities, and strategic shifts within various sectors. Discover how these industry leaders navigate the financial landscape. Stay informed with our comprehensive compilation of 13F filers' activities.

CompanyHoldings Value# of HoldingsReporting Period
End Date
Filing DateView
Lilly Endowment Inc$85.84B1 9/30/2024 10/3/2024
Amf Tjanstepension Ab$13.99B231 9/30/2024 10/3/2024
Axiom Advisory, LLC$10.70B291 9/30/2024 10/7/2024
Czech National Bank$9.92B504 9/30/2024 10/7/2024
Czech National Bank$9.92B504 9/30/2024 10/3/2024
Greenhaven Associates Inc$8.53B24 9/30/2024 10/2/2024
Mather Group, LLC.$7.79B1,707 9/30/2024 10/7/2024
Miracle Mile Advisors, LLC$4.32B528 9/30/2024 10/7/2024
Diversified Trust Co$3.97B1,102 9/30/2024 10/7/2024
Rpoa Advisors, Inc.$3.76B8 9/30/2024 10/7/2024
Massmutual Trust Co Fsb/Adv$3.51B2,165 9/30/2024 10/2/2024
Dynamic Advisor Solutions LLC$3.33B925 9/30/2024 10/7/2024
First Hawaiian Bank$3.13B1,307 9/30/2024 10/4/2024
Park National Co. stock logo
Park National
$2.86B471 9/30/2024 10/1/2024
Foster Group, Inc.$2.68B203 9/30/2024 10/7/2024
Fulton Bank, N.A.$2.62B1,104 9/30/2024 10/7/2024
Apella Capital, LLC$2.43B320 9/30/2024 10/3/2024
Advance Capital Management, Inc.$2.26B148 9/30/2024 10/7/2024
Alpha Cubed Investments, LLC$2.25B269 9/30/2024 10/7/2024
Sowell Financial Services LLC$2.15B530 9/30/2024 10/4/2024
Chesley Taft & Associates LLC$2.10B323 9/30/2024 10/7/2024
Rockland Trust Co$2.03B496 9/30/2024 10/3/2024
Goelzer Investment Management, Inc.$1.82B225 9/30/2024 10/4/2024
Value Partners Investments Inc.$1.67B90 9/30/2024 10/7/2024
Stairway Partners, LLC$1.56B18 9/30/2024 10/4/2024
Legacy Private Trust Co.$1.49B309 9/30/2024 10/7/2024
Atwood & Palmer Inc$1.47B472 9/30/2024 10/7/2024
Evanson Asset Management, LLC$1.42B305 9/30/2024 10/7/2024
Cacti Asset Management LLC$1.34B77 9/30/2024 10/2/2024
Fragasso Financial Advisors Inc$1.30B264 9/30/2024 10/7/2024
First Financial Bank - Trust Division$1.09B428 9/30/2024 10/1/2024
Bangor Savings Bank$1.06B716 9/30/2024 10/7/2024
Canandaigua National Bank & Trust Co$1.05B335 9/30/2024 10/3/2024
Armstrong Henry H Associates Inc$1.04B63 9/30/2024 10/2/2024
Smith Anglin Financial, LLC$1.04B208 9/30/2024 10/7/2024
Harbor Investment Advisory, LLC$1.01B1,151 9/30/2024 10/4/2024
Gamma Investing LLC$1.01B3,575 9/30/2024 10/7/2024
Maple-Brown Abbott Ltd$1.01B16 9/30/2024 10/2/2024
Bath Savings Trust Co$1.01B283 9/30/2024 10/7/2024
Kwmg, LLC$994.01M136 9/30/2024 10/7/2024
Quent Capital, LLC$985.05M1,364 9/30/2024 10/4/2024
Guoline Advisory Pte Ltd$981.99M21 9/30/2024 10/4/2024
Anderson Hoagland & Co$979.88M132 9/30/2024 10/7/2024
Ausdal Financial Partners, Inc.$962.85M519 9/30/2024 10/4/2024
Moody National Bank Trust Division$934.07M739 9/30/2024 10/3/2024
Caledonia Investments Plc$911.79M14 9/30/2024 10/2/2024
Heartwood Wealth Advisors LLC$903.25M174 9/30/2024 10/7/2024
Azzad Asset Management Inc /Adv$890.98M307 9/30/2024 10/7/2024
American National Bank & Trust$848.48M474 9/30/2024 10/2/2024
Trust Co$831.57M394 9/30/2024 10/3/2024
Financial Synergies Wealth Advisors, Inc.$805.31M95 9/30/2024 10/7/2024
Central Pacific Bank - Trust Division$793.12M956 9/30/2024 10/2/2024
Curated Wealth Partners LLC$781.73M233 9/30/2024 10/4/2024
Jlb & Associates Inc$777.18M80 9/30/2024 10/2/2024
Burns J W & Co Inc/Ny$769.27M186 9/30/2024 10/4/2024
Kwb Wealth$767.25M132 9/30/2024 10/7/2024
Insight Wealth Strategies, LLC$759.24M159 9/30/2024 10/7/2024
Strategies Wealth Advisors, LLC$748.04M98 9/30/2024 10/7/2024
Great Waters Wealth Management$741.59M110 9/30/2024 10/4/2024
Trust Co Of Toledo Na /Oh/$739.03M330 9/30/2024 10/2/2024
Security National Bank$735.99M356 9/30/2024 10/7/2024
Inspirion Wealth Advisors, LLC$715.15M156 9/30/2024 10/4/2024
Hbw Advisory Services LLC$684.09M362 9/30/2024 10/4/2024
Cullen Investment Group, Ltd.$670.69M182 9/30/2024 10/4/2024
Abacus Wealth Partners, LLC$667.05M93 9/30/2024 10/3/2024
Quantum Financial Advisors, LLC$638.92M189 9/30/2024 10/4/2024
Arkansas Financial Group, Inc.$610.42M78 9/30/2024 10/4/2024
Eagle Rock Investment Company, LLC$596.72M155 9/30/2024 10/7/2024
Abacus Planning Group, Inc.$559.50M218 9/30/2024 10/2/2024
Mirador Capital Partners Lp$555.74M194 9/30/2024 10/4/2024
Thrive Wealth Management, LLC$545.05M214 9/30/2024 10/4/2024
Alpha Omega Wealth Management LLC$544.73M205 9/30/2024 10/3/2024
Bricktown Capital, LLC$537.02M28 9/30/2024 10/7/2024
Farmers Trust Co$536.34M191 9/30/2024 10/3/2024
Lwmg, LLC$526.13M114 9/30/2024 10/4/2024
Affinity Capital Advisors, LLC$516.32M151 9/30/2024 10/7/2024
Boston Standard Wealth Management, LLC$513.64M47 9/30/2024 10/7/2024
Marotta Asset Management$509.39M111 9/30/2024 10/3/2024
Allied Investment Advisors, LLC$504.88M74 9/30/2024 10/4/2024
Bright Rock Capital Management, LLC$497.28M71 9/30/2024 10/3/2024
Breakwater Capital Group$496.33M286 9/30/2024 10/4/2024
Chemung Canal Trust Co$494.36M218 9/30/2024 10/4/2024
Tlwm$493.08M73 9/30/2024 10/7/2024
Schoolcraft Capital LLC$492.54M68 9/30/2024 10/7/2024
Bard Financial Services, Inc.$482.87M187 9/30/2024 10/4/2024
Trust Co Of The South$472.25M135 9/30/2024 10/2/2024
Curbstone Financial Management Corp$467.46M196 9/30/2024 10/3/2024
Greenfield Ftc, Inc.$461.21M3 9/30/2024 10/3/2024
M&R Capital Management Inc$453.78M581 9/30/2024 10/2/2024
Smi Advisory Services, LLC$451.67M89 9/30/2024 10/7/2024
Versant Capital Management, Inc$438.63M2,011 9/30/2024 10/7/2024
Cisco Systems, Inc. stock logo
Cisco Systems
$437.21M3 9/30/2024 10/4/2024
Unique Wealth, LLC$436.83M121 9/30/2024 10/3/2024
Ignite Planners, LLC$436.52M306 9/30/2024 10/7/2024
Corrigan Financial, Inc.$435.99M53 9/30/2024 10/4/2024
Presilium Private Wealth, LLC$434.16M76 9/30/2024 10/3/2024
Northwest Quadrant Wealth Management, LLC$433.84M65 9/30/2024 10/4/2024
Richard P Slaughter Associates Inc$430.97M150 9/30/2024 10/7/2024
Signalpoint Asset Management, LLC$428.26M268 9/30/2024 10/7/2024
Chemistry Wealth Management LLC$422.24M181 9/30/2024 10/7/2024
SEC Filings and Trading Data: